See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,541 | $45,035+103.3% | $62,995+45.3% | $70,131+30.5% |
| Participation rate | 81.3% | 69.5%+11.7pp | 74.8%+6.4pp | 69.5%+11.7pp |
| Annual return | 13.68% | 18.76%-5.1pp | 87.57%-73.9pp | 73.14%-59.5pp |
| Employer contribution / active EE | $150 | $2,051-92.7% | $2,759-94.6% | $2,342-93.6% |
| Participant deferral / active EE | $3,043 | $2,465+23.5% | $3,329-8.6% | $3,332-8.7% |
| Admin fee / account holder | $17,163 | $2,834+505.5% | $3,600+376.7% | $4,645+269.5% |